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This course offers an in-depth discussion of the role of charitable planning in a client’s overall tax, estate, and financial planning, as well as the tax-efficient strategies to consider during implementation.
Learning Objectives:
- Identify why charitable planning should be part of, or at least discussed in, every client’s estate plan
- Recognize the lifetime outright charitable gift techniques and the tax implications of each, including gifts of appreciated securities, real estate, life insurance policies, and qualified charitable IRA rollovers
- Define testamentary charitable gifts including bequests, life estate deeds, and life insurance and retirement account beneficiary designations
- Define charitable remainder trusts and charitable lead trusts and what client facts would result in their discussion
Martin Finn
Lavelle & Finn LLP
Founding Partner
[email protected]
(518) 869-6227
Martin S. Finn, an attorney, and certified public accountant, is a founding partner of Lavelle & Finn, LLP. Mr. Finn counsels clients on estate, financial, tax, business, and elder law issues, including personal and corporate tax planning, business counseling, structuring of business transactions, estate administration, and estate and business succession planning.
Mr. Finn earned a B.B.A. from Siena College (1980), a J.D. from Albany Law School (1983), an LL.M. in Taxation from New York University (1989), is an AICPA-credentialed Personal Financial Specialist (2016) and is a National Association of Estate Planners & Councils Estate Planning Hall of Fame® Accredited Estate Planner® (Distinguished) Nominee (2019). He is a member of the American, New York State, Albany County, and Schenectady County Bar Associations; the American Institute of Certified Public Accountants; the National Academy of Elder Law Attorneys, Inc.; and the New York State Society of Certified Public Accountants.
Mr. Finn is a frequent lecturer and, with law partner John H. Lavelle, is a co-author of Cents & Sensibility: The Practical Guide to Money & Aging (iUniverse, 2006), and Estate Planning Techniques for Mid-Sized Estates (PESI, 2005).
Mr. Finn is Chair of the AICPA Conference on Tax Strategies for the High-Income Individual; Chair of the AICPA Sophisticated Tax Conference; Financial Officer of the Elder Law and Special Needs Section of the New York State Bar Association; Past Chair of the Board of Directors of the Capital Region Chamber Foundation; Chair of the Supervisory Committee and member of the Board of Managers of CAP COM Federal Credit Union; Member of the Board of Directors of The Schenectady County Community College Foundation; and Former Schenectady County Legislator (District 3), 2008-2013.
He is also an Adjunct Professor at Schenectady County Community College and past Adjunct Professor at Siena College, Albany Law School, and the University at Albany.
Mr. Finn is the 2005 recipient of the Fr. Benjamin Kuhn Award for his contribution to Siena College, the 2001 recipient of the Schenectady County Bar Association’s Lawyer in Service to the Community, the 1998 recipient of Professional Education System, Inc.’s Excellence in Education Award.
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